Install Purview Sync (Advanced Access)

You, the technical or legal hold admin, can install the Purview Sync application into a workspace. Then you will need to configure the application using data from Microsoft.

Table of Contents (Advanced Access)

Use this table of contents to navigation Purview Sync during the Advanced Access phase.

• Purview Sync (Advanced Access)
• Install Purview Sync (Advanced Access)
• Register Purview Sync with Azure (Advanced Access)
• Configure Purview Sync (Advanced Access)
• Importing data (Advanced Access)
• Data transformation (Advanced Access)

Prerequisites

Before installing the application, note the following prerequisites:

• Purview Sync is a workspace-level application so you need to have a workspace where you will install and configure it.
• You must create a Field Name field in your workspace for a successful completion of Purview Sync jobs.
  • In the Field Information section, enter the following:
    • Name—File Name
    • Object Type—Document
    • Field Type—Fixed-Length Text
  • In the Field Settings section, set the Maximum Length field to 255
  • In the Advanced Settings section, set the Source to File Name.
    
• You must install the Processing app in the same workspace that you installed Purview Sync. For more information, see Processing.
  • In your processing profile, you must set the Auto-publish set field to Yes in your processing profile. For more information, see Processing profile.
  • Setting the Auto-publish set to Yes automatically starts the publishing process after the completion of discovery.
• For the metadata overlay purposes, you need to have fields added to your workspace that would match column headers from the Microsoft load file. Check Automatic overlay and using Microsoft fields for details.

Installing the app

To install the Purview Sync application to a workspace:

1. Navigate to the workspace where you want to install the application.
2. Navigate to the Relativity Applications tab.
3. Click New Relativity Application to display an application form.
4. Click the Select from Application Library radio button in the Application Type section.
5. Click in the Choose from Application Library field.
6. Select AeD Integration on the Select Library Application dialog.
   This dialog only displays applications added to the Application Library. If AeD Integration is not included in the list, see Installing applications.
7. Click Ok to display the application in the Choose from Application Library field. The application form also displays the following fields:
   • Version—displays the version of the application that you are installing.
   • User-friendly URL—displays a user-friendly version of the application's URL. This field may be blank.
   • Application Artifacts—displays object types and other application components.
   • Map Fields—there are no fields available in Relativity Legal Hold for mapping.
8. Click Import to install Purview Sync into the workspace.
9. Review the import status of the application. Verify that the install was successful or resolve errors. See Viewing import status and Troubleshooting application installation errors.

Optionally, you can add the Purview Sync tab to the sidebar.

At the workspace level:

1. Navigate to the Tabs tab.
2. Select Purview Sync.
3. Click the Edit button.
4. Select, or confirm, the Visible toggle is on.
5. Click the Show in Sidebar toggle so it is On.
6. Select Data Transfer for the Icon field.
7. Set the Order accordingly.
8. Click the Save button.

You can now find the Purview Sync icon in your tabs.